VISGX vs. VOO
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard S&P 500 ETF (VOO).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or VOO.
Correlation
The correlation between VISGX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VISGX vs. VOO - Performance Comparison
Key characteristics
VISGX:
0.91
VOO:
1.89
VISGX:
1.33
VOO:
2.54
VISGX:
1.16
VOO:
1.35
VISGX:
0.77
VOO:
2.83
VISGX:
3.99
VOO:
11.83
VISGX:
4.08%
VOO:
2.02%
VISGX:
17.95%
VOO:
12.66%
VISGX:
-58.74%
VOO:
-33.99%
VISGX:
-5.15%
VOO:
-0.42%
Returns By Period
In the year-to-date period, VISGX achieves a 2.87% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, VISGX has underperformed VOO with an annualized return of 8.73%, while VOO has yielded a comparatively higher 13.26% annualized return.
VISGX
2.87%
-2.43%
12.42%
18.82%
7.27%
8.73%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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VISGX vs. VOO - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VISGX vs. VOO — Risk-Adjusted Performance Rank
VISGX
VOO
VISGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VISGX vs. VOO - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.41%, less than VOO's 1.19% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.41% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VISGX vs. VOO - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VISGX and VOO. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. VOO - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 4.37% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.